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Accruals

Tasks and Responsibilities

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Many organizations have several employee types who will perform different tasks in the system.

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Play video Shift Swaps or Shift Trades

Shift Swaps or Shift Trades

A shift swap, sometimes called a shift trade, is a scheduling action that occurs when two employees exchange their scheduled shifts.

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Play video Organizational Levels

Organizational Levels

At the master company level, you are provided with four configurable business rules called organization levels that allow you to designate the structure of your component companies.

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Play video Shift Patterns

Shift Patterns

A shift pattern is a collection of recurring shifts that frequently apply to one or more employees. Shift patterns can easily be assigned to employees, making it easier for managers to create schedules.

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Play video Schedule Rules, Constraints, and Violations

Schedule Rules, Constraints, and Violations

Schedule rules are guidelines that organizations must enforce or monitor in the schedule. They are typically determined by organizational policies; union rules; national, state, or local regulations; or regulatory board guidelines.

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Play video Accrual Types and Balances

Accrual Types and Balances

An accrual type is a benefit, granted as time off or as a money amount, with a balance that must be tracked for individual employees according to your organizational policies.

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Play video Accruals Overview

Accruals Overview

An accrual policy defines how and when balances associated with accrual codes are credited and debited.

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